Medicare Premiums: Rules For Higher Income Beneficiaries
If you have higher income, find out why you will pay an additional premium amount for Medicare Part Be and Medicare prescription drug coverage.
Retiring
Social Security: Government Pension Offset
Learn how your Social Security benefits may be reduced if you get a pension based on work where you did not pay Social Security taxes.
Social Security: Medicare
Learn about Medicare hospital and medical insurance, who is covered, and how to apply.
How Work Affects Your Social Security Benefits
Find out how working after beginning to receive retirement benefits can lead to increases or decreases in benefits.
Windfall Elimination Provision
Find out how your Social Security benefits could be affected if you’re eligible for a pension from work not covered by Social Security.
MyRA (My Retirement Account)
MyRA (My Retirement Account) is a program offering a new retirement savings account for individuals looking for a simple, safe, and affordable way to start saving. Savers will be able to open an account with as a little as $25 and contribute $5 or more every payday. MyRAs balances will never go down, and there will be no fees. MyRAs will be initially offered through employers and will be backed by the full faith and credit of the United States.
Savings Fitness: A Guide to Your Money and Your Financial Future
This publication helps you manage your money so you can afford today’s needs while funding tomorrow’s goals. This publication shows how saving for retirement can be part of your overall financial plan. Worksheets will help workers at any stage of their career manage their financial life, including identifying short- and long-term goals, calculating net worth, building a budget, tracking debt and determining a target retirement saving rate.
Benefits.gov Website
The official benefits website of the U.S. government informs citizens of benefits they may be eligible for and provides information on how to apply for assistance. Find more than 1,000 Federal and state benefits including housing, food/nutrition, education, grants/loans, disaster relief and Medicare/Medicaid.
National Financial Capability Study
In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the National Financial Capability Study were to benchmark key indicators of financial capability and evaluate how these indicators vary with underlying demographic, behavioral, attitudinal and financial literacy characteristics. The 2012 Study—similarly developed in consultation with the U.S.
Go Direct
Provides information on the Department of the Treasury's requirement to make federal benefits electronically and how to sign up for electronically paid federal benefits.